How big is Hawtree CPA PC's plan?

Hawtree CPA PC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250711185455NAL0007597473001

Hawtree CPA PC

Name: Hawtree CPA PC — Hawtree & Associates 401(k) Plan, Form 5500 (2024)
Creator: Hawtree CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hawtree & Associates 401(k) Plan

401(k) retirement plan · Hawtree CPA PC's Hawtree & Associates 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Hawtree signed Hawtree CPA PC's 2024 Form 5500 as plan administrator.

Daniel Hawtree — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hawtree CPA PC's EIN is 36-4133633.

EIN 36-4133633

Plan number 001

Plan year 2024

ACK ID 20250711185455NAL0007597473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawtree CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawtree CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAWTREE CPA PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score